Mark
Perez
Paradigm Wealth Advisory LLC
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About this Advisor
Mark Perez is a financial advisor based in Bridgewater, New Jersey, working with Paradigm Wealth Advisory LLC. Mark has previously held positions at Retired, Merck & Co, Lpl Financial LLC, and Paradigm Wealth Advisory LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in Florida and New Jersey. Currently, Mark is part of Paradigm Wealth Advisory LLC, which operates out of Bridgewater, New Jersey. The firm has 3 offices and 16 employees. The firm manages assets totaling $356.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Paradigm Wealth Advisory LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Paradigm Wealth Advisory LLC Brokerage Details
$356,126,149
16
2,137
$166,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Mark Perez Work History
Lpl Financial LLC
Paradigm Wealth Advisory LLC
Retired
Lpl Financial LLC
Retired
Merck & Co
Disclosures
Please visit the SEC profile of Mark Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paradigm Wealth Advisory LLC
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Avon, CT
Bridgewater, NJ
Bridgewater, NJ
Avon, CT
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